CO-FOUNDER & managing director
Built & manage the premiere advisory firm which has guided more than 600 buyers through the journey to buying an existing cashflowing business. Responsible for developing a clear vision for the firm, process development and optimization, recruiting and onboarding a high-performing team, designing service offerings, implementing technical solutions to deliver services, developing and implementing sales strategy & marketing techniques to drive sales, overseeing financial operations as well as key performance indicators, and providing strategic & tactical advice to clients on their search.
Accomplishments
Supported over 125 acquisitions with an average purchase price of $1.8M totaling over $300M in total transaction value
Supported the first acquisition & first Private Equity firm to be established in Guatemala
Achieved profitability within the first 18 months as a start-up
Accomplished $1M+ revenue by year 3
Achieved over $3M in sales total by year 4
Designed & launched asynchronous curriculum that generated $400k in revenue
Consistently rated a 4.7 out of 5 stars on new client onboarding & buyer preparation since inception
Managed a $1M budget and a team of 19
Featured as the first female cover of Acquisition Aficianado Magazine